See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,459 | $177,572+162.1% | $154,803+200.7% | $142,382+226.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.64% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,284 | $4,810+72.2% | $4,305+92.4% | $4,299+92.7% |
| Participant deferral / active EE | $6,517 | $6,272+3.9% | $5,540+17.6% | $6,507+0.2% |
| Admin fee / account holder | $7,691 | $16,786-54.2% | $14,329-46.3% | $12,624-39.1% |